-1.4%
TLT vs KORU
+487.7%
-489.1%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +13.4% | -13.3% | 0.0% |
| 7D | -0.4% | +13.0% | -13.4% | -0.6% |
| 30D | -0.6% | +27.3% | -27.8% | -1.1% |
| 3M | -2.7% | -55.3% | +52.5% | -2.6% |
| 6M | -5.6% | +11.6% | -17.2% | -7.3% |
| YTD | -2.8% | +158.5% | -161.3% | -4.6% |
| 1Y | -1.4% | +482.2% | -483.6% | -4.4% |
| All | -1.4% | +487.7% | -489.1% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KORU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling